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Where’s your Articles of Organization? What about your EIN letter? The Certificate of Good Standing your bank asked for? These documents tend to scatter across email inboxes, filing cabinets, and “I thought I saved that somewhere.” Everything that comes through your registered agent — plus formation documents, compliance filings, and anything you upload — lives in one place.

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Document types

DocumentWhat it is
Articles of Organization/IncorporationYour formation document filed with the state
Certificate of FormationState’s acknowledgment of your business
EIN confirmation (CP 575)IRS letter confirming your tax ID
Annual report noticesState reminders for yearly filings
Tax correspondenceState and federal tax notices
Service of processLegal documents served on your business

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Accessing documents

  1. Go to Company → Documents
  2. Browse by category or search
  3. Click to view or download

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Categories

  • Formation — Articles, certificates, EIN
  • Compliance — Annual reports, registrations
  • Tax — IRS and state tax documents
  • Legal — Service of process, contracts
  • Mail — All received mail

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Formation documents

After your company is formed, these documents appear:
DocumentWhen available
Filed Articles1-5 days after approval
Certificate of Good StandingOn request
EIN letterSame day (if applied through us)
Operating Agreement (LLC)Template provided at formation
Bylaws (Corp)Template provided at formation

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Certified copies

Need a certified copy of your formation documents?
  1. Go to Company → Documents → Formation
  2. Click Request Certified Copy
  3. We order from the state and upload when received
Processing time varies by state (1-10 business days). Additional state fees apply.

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Compliance documents

Annual reports and other compliance filings are tracked:
DocumentStatus shown
Annual reportFiled, pending, due
BOI reportFiled, pending, due
Business licensesActive, expiring, expired
State registrationsCurrent, needs renewal
Click any compliance item to see the filed document or take action on pending items.

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Document storage

All documents are:
  • Stored securely with encryption
  • Retained for 7+ years
  • Available for download anytime
  • Backed up redundantly

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Uploading documents

Add your own documents:
  1. Go to Company → Documents
  2. Click Upload
  3. Select file(s)
  4. Choose category
  5. Add description (optional)
Useful for storing:
  • Contracts and agreements
  • Insurance certificates
  • Lease documents
  • Bank statements

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Sharing documents

Share documents with your accountant or attorney:
  1. Open the document
  2. Click Share
  3. Enter email address
  4. Set expiration (optional)
  5. Send
Recipients receive a secure link to view or download.

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Document requests

If you’re working with a bookkeeper or accountant through Pluvel’s Firm Mode, they can request documents:
  • You’ll receive a notification
  • Upload directly from the request
  • They’re notified when you upload

Change your registered agent

Switch from another registered agent to Pluvel.